Adding Forms

You can easily add single- or multi-page forms to collect electronic signatures for leases, addenda, and management agreements, or send documents like notices, forms, and newsletters as email attachments directly from Rentec Direct.

Ways to Add a Form

Choose the option below that best matches your preference.

• Import Forms — Upload single or multi-page forms, individually or in bulk
• + Add Form — Copy and paste content from another document or manually create a new form
• Form Templates — Customize one of the built-in rental-related form templates

Import Forms

Supported file types: PDF, DOC, DOCX

If you already have a saved form, importing is the fastest way to get started.

When you import a PDF, AI automatically converts it into a customizable form, so there's no need to recreate it from scratch.

1. Click Settings  
2. Under Program, click Forms
3. Click Import Form
4. Select one or multiple forms to upload

Forms continue processing in the background, so you can leave the page without losing progress.

A status indicator lets you know if an upload is Processing or Complete

5. Once complete, click on the form to review it

• Look correct, ready to be customized?
  • Check the I have reviewed this form box
  • Click Approve Form
• Look incorrect? - Click Decline to delete the form and try again

Approved forms open in edit mode, ready to be customized.

6. Enter a Name for the form
7. Select which Group it belongs in or click + to create a new group
8. Select if the page is Letter or Legal size
9. Use the toolbar to add data fields, signature lines, and other customization tools
10. Click Preview to review the form for any needed changes
11. Save Form

+ Add Form

This option works well for copying and pasting or for manually creating a whole new document.

If you are copying and pasting one of your documents:

• Open the document in your existing document editor.  
• Select all (CTRL+A)
• Copy (CTRL +C)

In your Rentec Direct account:

1. Click Settings  
2. Under Program, click Forms
3. Click +Add Form
4. Enter a Form Name
5. Select which Group the form should be saved in, or click on + to create a new one
6. Select if the form is Letter or Legal size
7. Paste (CTRL-V)
8. Use the toolbar to add data fields, signature lines, and other customization tools
9. Click Preview to review the form for any needed changes
10. Save Form

Form Templates

Start with a pre-built Rentec Direct form template and customize it to fit your needs. Your software includes templates for several essential rental-related forms ready for you to customize.

1. Click Settings  
2. Under Program, click Forms
3. Click Form Templates
4. Select a template
5. Select which Group the form should be saved in, or click on + to create a new one
6. Select if the form is Letter or Legal size
7. Use the toolbar to add data fields, signature lines, and other customization tools
8. Click Preview to review the form for any needed changes
9. Save Form